Autodesk Inc (ADSK-Q)

Has been weak the past 18 months, hurt by interest rates. They lead in software used in building construction, but they reported a decent quarter and raised the guidance for the coming year. It's picking up and there's a runway ahead.

She expects a decent quarter week. The stock has been in the doghouse. but has built a base and it's time it turned around. Numbers are starting to improve. In 2024, they should be up in sales and earnings by double digits. But it'll come down to the guidance.

It makes software for architects and is trying to convert from a one payment business to subscriptions. Has been quiet for 2 to 3 years and is now at an attractive valuation. He prefers companies with a broader business model, not a niche type company like this one.

They set lofty targets in 2020 and haven't come anywhere near them. The PE is expensive and management isn't executing.

One of the best competitors of ADBE. Been around for ages. Everything from construction to engineering. 12-month price target of $260. Remember, it's all about the earnings. A formidable company, expects FCF this year to be $2B-2.2B. Should benefit from generative AI, especially 3D models. No dividend.